Products

Products

Building a Transparent Investment Platform for Private Equity

Building a Transparent Investment Platform for Private Equity

PE Gate is a digital platform that connects investors and companies through structured private equity opportunities. It supports transparent communication and transaction tracking.

PE Gate is a digital platform that connects investors and companies through structured private equity opportunities. It supports transparent communication and transaction tracking.

Client

PE Gate

Deliverables

Product Architecture

Product Design

API Design

API Development

Back-End Development

Front-End Development

UX Research

UX Design

UI Design

Design System

The Challenge

Creating a unified system to simplify investor relations, manage primary and secondary deals, and deliver real-time control over bids and investments was essential to achieve full transparency.

Client

PE Gate

Deliverables

Product Architecture

Product Design

API Design

API Development

Back-End Development

Front-End Development

UX Research

UX Design

UI Design

Design System

The Challenge

Creating a unified system to simplify investor relations, manage primary and secondary deals, and deliver real-time control over bids and investments was essential to achieve full transparency.

A System That
Connects Investors

A System That
Connects Investors

A System That
Connects Investors

PE Gate brings together all stages of the investment process in one place. Investors can explore opportunities, submit bids, and track their portfolios with precision. Each step is built around accountability and speed.

ROLES AND PERMISSIONS IN ACTION

Investors track shares, bids, and returns in real time.

Investors track shares, bids, and returns in real time.

Admins manage user access, monitor deal progress, and close offers.

Admins manage user access, monitor deal progress, and close offers.

Analysts add performance metrics and financial updates directly into the system.

Analysts add performance metrics and financial updates directly into the system.

Every view, interaction, and report is designed to keep numbers accurate and people aligned.

Every view, interaction, and report is designed to keep numbers accurate and people aligned.

Core Workflow
and Key Modules

Core Workflow
and Key Modules

Core Workflow
and Key Modules

From bid submission to payout, PE Gate keeps the investment process fully traceable and secure.

  1. Primary Deals

    All initial opportunities are published here. Each project includes detailed financials, deadlines, and role-based permissions.

    01

  2. Primary Deals

    All initial opportunities are published here. Each project includes detailed financials, deadlines, and role-based permissions.

    01

  3. Secondary Deals

    Investors can buy and sell shares directly within the system. Every transaction is recorded and reviewed by admins.

    02

  4. Secondary Deals

    Investors can buy and sell shares directly within the system. Every transaction is recorded and reviewed by admins.

    02

  5. User Management

    Admins approve onboarding requests, assign rights, and control visibility levels across portfolios.

    03

  6. User Management

    Admins approve onboarding requests, assign rights, and control visibility levels across portfolios.

    03

  7. Data Room

    A secure file hub for all legal and financial documents. Uploads are versioned and locked after approval.

    04

  8. Data Room

    A secure file hub for all legal and financial documents. Uploads are versioned and locked after approval.

    04

  9. Contact Center

    Built-in communication space that links users, deals, and updates. Messages are categorized by project and priority.

    05

  10. Contact Center

    Built-in communication space that links users, deals, and updates. Messages are categorized by project and priority.

    05

  11. Performance Analytics

    Live dashboards show IRR, FMV, and portfolio growth, with quarterly breakdowns for full transparency.

    06

  12. Performance Analytics

    Live dashboards show IRR, FMV, and portfolio growth, with quarterly breakdowns for full transparency.

    06

Inside
the Dealroom

Inside
the Dealroom

Inside
the Dealroom

Each section of PE Gate follows one principle: clarity through structure. The design eliminates clutter and puts data first.

Deal Overview

01

Each opportunity includes investment range, deadlines, and fees. Tables and filters help investors evaluate deals fast.

Deal Overview

01

Each opportunity includes investment range, deadlines, and fees. Tables and filters help investors evaluate deals fast.

Bidding Process

01

Users place bids directly within the platform. Real-time validation prevents errors and ensures fair competition.

Bidding Process

01

Users place bids directly within the platform. Real-time validation prevents errors and ensures fair competition.

Portfolio View

01

Once bids close, investors see detailed stats for each share, including cost, yield, and transaction history.

Portfolio View

01

Once bids close, investors see detailed stats for each share, including cost, yield, and transaction history.

Document Access

01

Every signed contract and report is stored in the Data Room, traceable to its source and timestamped for accuracy.

Document Access

01

Every signed contract and report is stored in the Data Room, traceable to its source and timestamped for accuracy.

Precision in
Every Action

Precision in
Every Action

Precision in
Every Action

Every screen in PE Gate focuses on clarity. Admins manage offers, bids, and investor status without leaving a single dashboard. The logic of permissions ensures that users only see what’s relevant to them.

Scalability and precision make PE Gate ready for complex investment ecosystems, without adding complexity for users.

I was extremely impressed by the quality of ZOOM GRAPHICS development and project management teams. The product we received exceeded my expectations and the communication was excellent. I look forward to working with ZOOM GRAPHICS team in the future again.

Ara Sahakian

CPA, CA, ICD.D, Managing Partner at PE Gate

Portrait of Ara Sahakian, Managing Partner at PE Gate

I was extremely impressed by the quality of ZOOM GRAPHICS development and project management teams. The product we received exceeded my expectations and the communication was excellent. I look forward to working with ZOOM GRAPHICS team in the future again.

Ara Sahakian

CPA, CA, ICD.D, Managing Partner at PE Gate

Portrait of Ara Sahakian, Managing Partner at PE Gate

I was extremely impressed by the quality of ZOOM GRAPHICS development and project management teams. The product we received exceeded my expectations and the communication was excellent. I look forward to working with ZOOM GRAPHICS team in the future again.

Ara Sahakian

CPA, CA, ICD.D, Managing Partner at PE Gate

Portrait of Ara Sahakian, Managing Partner at PE Gate

I was extremely impressed by the quality of ZOOM GRAPHICS development and project management teams. The product we received exceeded my expectations and the communication was excellent. I look forward to working with ZOOM GRAPHICS team in the future again.

Ara Sahakian

CPA, CA, ICD.D, Managing Partner at PE Gate

Portrait of Ara Sahakian, Managing Partner at PE Gate

I was extremely impressed by the quality of ZOOM GRAPHICS development and project management teams. The product we received exceeded my expectations and the communication was excellent. I look forward to working with ZOOM GRAPHICS team in the future again.

Ara Sahakian

CPA, CA, ICD.D, Managing Partner at PE Gate

Portrait of Ara Sahakian, Managing Partner at PE Gate

Results
After Launch

Results
After Launch

Results
After Launch

The platform brought full transparency to investment management and cut the time from deal submission to approval by weeks.

40%

Faster approval and publishing of investment deals

55%

Less manual follow-ups via built-in messaging and status

2x

Faster document delivery through structured Data Rooms

Let’s talk about your

digital challenges.

Good work happens when the right teams meet. We’re ready when you are.

Book a call

Let’s talk about your

digital challenges.

Good work happens when the right teams meet. We’re ready when you are.

Book a call

Let’s talk about your

digital challenges.

Good work happens when the right teams meet. We’re ready when you are.

Book a call

Let’s talk about your

digital challenges.

Good work happens when the right teams meet. We’re ready when you are.

Book a call

Let’s talk about your

digital challenges.

Good work happens when the right teams meet. We’re ready when you are.

Book a call